Value Investor Coo1eo

amits108 | Joined since 2013-06-21

Investing Experience Advanced
Risk Profile Moderate

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704
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User Comments
Stock

2017-04-18 13:51 | Report Abuse

I am just stating the obvious. If u go to KIP mart Tampoi u will see rats and roaches all over.

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2017-04-13 06:08 | Report Abuse

Billionchew - no one can tell if go RM3.6 or RM4 or even to RM2......go on speculatang.
My analysis tells me this is already overpriced. IV is RM2.2 the most RM2.5

Stock

2017-04-13 05:27 | Report Abuse

@Apollo Ang - I don't know how to PLAY STOCKs....but I surely have the sense of knowing a good investment and owning a good business.
My analysis tells me that uchi is worth at least RM3.6 and I will hold it and never sells unless it hits RM3.6

Now that may take 10yrs or 20yrs I don't care...as long as I am benefitting I will hold

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News & Blogs

2017-04-09 01:10 | Report Abuse

CP Ten. Let's meet up

News & Blogs

2017-04-08 17:38 | Report Abuse

Ricky, very good article, like your style of writing. ...keep it up and ignore some "mean" comments here to condemn.
I totally agree that cost of capital must be considered into the growth story.

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2017-04-06 22:16 | Report Abuse

OCBC disposed....the properties have too many pest (rats and cockroaches)

Stock

2017-03-22 16:07 | Report Abuse

@ Mushimushi i am not sure how you measure the size of a bank if not be asset or market cap.
even if you consider revenue or profit, Maybank is not the BIGGEST in ASEAN - so you fact is not correct.

While i have full confidence in corp Malaysia and Maybank in particular, I will not pass sweeping statement about something that I have not facts about.

Your statements about Singapore and DBS again shows that you do not speak with facts. "Singapore economy soon to collapse"

DBS reported net profit of $4.36B from total income of $11B vs Maybank's net profit of RM6.96B from total operating income of RM26.3B in 2016.
Which is bigger? FYI now $1 = RM3


I am beginning to wonder who is the real Sohai here?

About Public Bank vs Maybank
Public Bank's NIM = 54.5% , NPL <2% and Cost to Income is much better than Maybank.
It's more efficient and has been consistent in past 50yrs --- this is what made it attractive to investors to chase the price up and keep it up!

Public Bank RoE of 15.8%, it implies that Public Bank generates around MYR15.80 on every MYR100 of shareholder capital invested in the bank. While Maybank’s RoE is at 9.8% only.


Go and understand these important facts and figures first before you blabber here and condemn people.

Stock

2017-03-22 14:01 | Report Abuse

@ mushimushi - your facts are inaccurate. Maybank is the 3rd or 4rd in ASEAN; behind the Banking Trio of Singapore (DBS, OCBC and UOB)
But having said that, you are right that even at RM9 it is UNDERVALUED.

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2017-03-14 16:57 | Report Abuse

Intrinsic Value = Rm13.6

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2017-02-27 14:58 | Report Abuse

@ bilionchew - of course i am out :)

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2017-02-27 14:48 | Report Abuse

@ Dolly_Chai2 - you got that right......

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2017-02-26 17:04 | Report Abuse

Stanley, firstly thank you for contributing and sharing. I am sure you put in a lot of hours and hard work.
However, take my feedback possibly. Do not be defensive. If your charting is with the adjustments and some assumptions just stare it so the reader is clear about what your saying.

Keep it up.

Stock

2017-02-25 00:17 | Report Abuse

Results within expectations. Bravo. RM2 next week

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2017-02-24 16:38 | Report Abuse

Stanley - please check on your chart data and facts. I believe sometime early last year (Mar-Apr) Maybank was upto a high of RM 9.17 before going down to RM7.5 later in 2016.

News & Blogs

2017-02-24 16:38 | Report Abuse

Stanley - please check on your chart data and facts. I believe sometime early last year (Mar-Apr) Maybank was upto a high of RM 9.17 before going down to RM7.5 later in 2016.

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2017-02-17 23:08 | Report Abuse

Should be up to RM1.2.....son inject more into this.

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2017-02-17 23:06 | Report Abuse

Fair price RM2.2-2.6

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2017-02-17 23:00 | Report Abuse

This jewel is worth at least RM 0.20

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2017-02-17 23:00 | Report Abuse

Fair value at RM10.35

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2017-02-07 16:28 | Report Abuse

Dividend for Maybank FY2016 will be 0.55 :)

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2017-01-06 16:10 | Report Abuse

buy...bullish Harami signal!

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News & Blogs
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2016-12-19 10:42 | Report Abuse

Sorry, I am looking at RM2.5 by end of 2017..not 2016.

Stock

2016-12-15 16:00 | Report Abuse

I am hoping for 9 cents divvy

News & Blogs

2016-12-13 08:26 | Report Abuse

Gadang share price will not raise as how MrOTB is predicting.

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2016-11-16 14:38 | Report Abuse

Sell land to pay off the high interest from the debt incurred....operationally needs to do better

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2016-11-10 17:20 | Report Abuse

i think regardless if the book value is 0.4 or par value 0.1....as share holder is the share becomes 0.00 we are doomed, get nothing, only paper...toilet paper

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2016-11-10 12:43 | Report Abuse

If trading price goes to 0.00 then what happens? do shareholders get back par value?

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2016-11-10 12:08 | Report Abuse

Finally broke the Rm8....i hope today close above Rm8

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2016-11-08 15:19 | Report Abuse

will test RM1.9 this week

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2016-10-23 09:11 | Report Abuse

Rm8..... Post budget

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2016-10-15 08:29 | Report Abuse

KNN b CCB this CAP

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2016-10-13 21:20 | Report Abuse

fundamentals are in tact......have faith. buy on weakness.....

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2016-10-13 20:20 | Report Abuse

RM 2.5 by end 2016

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2016-09-17 18:58 | Report Abuse

@ Mat Cendana - people are speculating this share.....asset players

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2016-09-15 09:56 | Report Abuse

@iphone4 Thanks

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2016-09-14 16:10 | Report Abuse

DRP Price is at $7.25....does anyone know what is the electable portion of the dividend this time?